Chinese semiconductor industry
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few other items to think about
I follow Sai Micro closely and they have now started low rate production of MEMS accelerometer in their Beijing fab
These MEMS often have very important roles or very critical place in various devices like BAW filters for 5G phones
So always interesting for me to see when they are able to start production of a new type of MEMS.
This particular one is for detection micro vibration, shock measurement.
so BA filter already used on phones (Huawei phones pretty clear here) and produced in partnership with Memsonic and can be used in many places. Can be used for Xiaomi, Vivo & Oppo in the future.
MEMS Lidar also a growth area for MEMS product
Again, keep in mind that without BAW filter getting ramped up, HW 5G phones can't happen
Sai Micro's progress in MEMS Lidar is so noticeable that it has attracted the attention of Abu Dhbai Investment authority (ADIA)
On Sanan's progress with SiC
basically 8-inch substrate production has started at its Hunan plant. which will supply the Chongqing factory.
It's 1200V Sic wafers are going through validation or going into production
I follow Sai Micro closely and they have now started low rate production of MEMS accelerometer in their Beijing fab
These MEMS often have very important roles or very critical place in various devices like BAW filters for 5G phones
So always interesting for me to see when they are able to start production of a new type of MEMS.
This particular one is for detection micro vibration, shock measurement.
so BA filter already used on phones (Huawei phones pretty clear here) and produced in partnership with Memsonic and can be used in many places. Can be used for Xiaomi, Vivo & Oppo in the future.
MEMS Lidar also a growth area for MEMS product
Again, keep in mind that without BAW filter getting ramped up, HW 5G phones can't happen
Sai Micro's progress in MEMS Lidar is so noticeable that it has attracted the attention of Abu Dhbai Investment authority (ADIA)
On Sanan's progress with SiC
basically 8-inch substrate production has started at its Hunan plant. which will supply the Chongqing factory.
It's 1200V Sic wafers are going through validation or going into production
A senior Dutch official confirmed that the Netherlands’ government was informed by the US about the Oct. 17 measures. But that doesn’t mean the move went over well: A group of Dutch politicians, including lawmakers from two parties in the ruling coalition, called for their government to take a stand against the new US measures.
“Unilaterally changing the rules during a contest where competitiveness and strategic autonomy are at stake is difficult to accept, even by a good ally,” said Dutch Christian Democrat lawmaker Mustafa Amhaouch earlier this week.
“Unilaterally changing the rules during a contest where competitiveness and strategic autonomy are at stake is difficult to accept, even by a good ally,” said Dutch Christian Democrat lawmaker Mustafa Amhaouch earlier this week.
SMIC established a silicon carbide company, with SAIC/CATL/Bosch/Xpeng and others taking shares!
On the evening of October 24, SMIC announced that the company’s newly established joint venture Xinlian Power Technology (Shaoxing) Co., Ltd. (hereinafter referred to as “Xinlian Power”) has completed the industrial and commercial registration procedures with a registered capital of 500 million yuan. Xinjie invested 255 million yuan and became the controlling shareholder of Xinlian Power.
It is understood that Xinlian Power is a one-stop system solution provider for automotive-grade silicon carbide (SiC) manufacturing and module packaging. SMIC is currently one of the few companies in China that can achieve large-scale silicon carbide MOS mass production, and its shipments of automotive-grade silicon carbide MOS products are significantly ahead in the country.
The lineup of founding shareholders of Xinlian Power can be said to be star-studded. In addition to SMIC, Shangqi Capital and Hengxu Capital are industrial investment platforms under SAIC Motor (600104), Xpeng Star Capital is an industrial investment subsidiary of Xpeng Motors, and Ningde Morning Road Investment is the investment platform of CATL (300750), Li Ling Fund is the family office of Luxshare Precision (002475), Boyuan Capital is the investment platform of Bosch, and Sungrow (300274) is the leading domestic photovoltaic company.
News.
“The United States has made a different security analysis. They are free to do so,” Dutch Foreign Trade Minister Leisje Schreinemacher said in the parliament this week. But she also said she believes the European Union should have a greater role in discussions with the US on export controls for sensitive technology and that she will bring this issue up with Prime Minister Mark Rutte in Brussels.
“The United States has made a different security analysis. They are free to do so,” Dutch Foreign Trade Minister Leisje Schreinemacher said in the parliament this week. But she also said she believes the European Union should have a greater role in discussions with the US on export controls for sensitive technology and that she will bring this issue up with Prime Minister Mark Rutte in Brussels.
The United States has made a different security analysis. They are free to do so,” Dutch Foreign Trade Minister Leisje Schreinemacher said in the parliament this week. But she also said she believes the European Union should have a greater role in discussions with the US on export controls for sensitive technology and that she will bring this issue up with Prime Minister Mark Rutte in Brussels.
people are finally waking up to the SiC growth in China
here is CETC 48th delivering 20 Sic substrate production machines. I mean there is already crystal and Naura, but always good to have another one, especially CETC
YASC, which announced huge Sic plant a little while ago just got signed up with Chery
They have plans for 360k 6-inch wafers a year and 61m power modules, to be complete by 2025.
Along with Sanan, Sinopack's affiliate 国联万众 and Accopower (芯聚能) have all qualified with their sic modules.
Yet, western chipmakers also have these huge growth plans based on renewable and ev demand. where is the optimism coming from?
The expectation is a huge amount of the existing automobile fleet will move towards EVs. It is also likely SiC would be used in electric chargers and like.
oh I know what they are banking on, but I also know how much growth is coming in terms of SiC substrate market
EsseRBAF, the rule-based auxiliary graphics tool of National Microchip Optical Proximity Correction Platform
As the complexity of modern chip design increases and the feature size shrinks, the distribution pattern of the layout becomes more irregular, and the process window of photolithography will also become narrower. The process window refers to the allowable deviation range of exposure (EL) and focal plane position (DoF) under the condition of meeting imaging accuracy.
Theoretical and experimental results show that EL and DoF suitable for dense patterns are not suitable for the exposure of sparse patterns, which leads to the problem of shrinking the common process window .
In order to expand the process window and improve imaging accuracy, it is usually necessary to add some tiny patterns around the sparse mask patterns. The size of these patterns is smaller than the resolution of the photolithography machine. They will not be transferred to the photoresist during exposure. They only scatter light and enhance the resolution of the target pattern photolithography imaging. These tiny graphics are called sub-resolution assist graphics (SRAF, Sub-resolution Assist Feature).
Product introduction
"Xintiancheng's" rule-based auxiliary graphics tool EsseRBAF (RBAF, Rule-based Assist Feature) can efficiently develop comprehensive and accurate sub-resolution auxiliary graphics for industrial-grade full-chip layout, enabling chip manufacturing to achieve better results in the photolithography process. Larger process window , more stable wafer imaging and higher quality chip manufacturing .
YMTC 3D NAND roadmap
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